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iShares Core S&P US Value ETF

780 hedge funds and large institutions have $20B invested in iShares Core S&P US Value ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 280 increasing their positions, 241 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$286K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
SkyOak Wealth
Michigan
$20.5M
IWMWV
77
Ironwood Wealth Management (West Virginia)
West Virginia
$20.3M
RWPA
78
Richard W. Paul & Associates
Michigan
$18.6M
HPA
79
High Probability Advisors
New York
$18.2M
CGA
80
Crescent Grove Advisors
Illinois
$16.6M
FPGK
81
Financial Partners Group (Kansas)
Kansas
$16.5M
MWA
82
MFA Wealth Advisors
Pennsylvania
$16.3M
CIA
83
Concurrent Investment Advisors
Florida
$16.2M
EH
84
Equitable Holdings
New York
$16.1M
UCFA
85
United Capital Financial Advisors
Texas
$16M
TF
86
Trek Financial
Arizona
$15.9M
Kayne Anderson Rudnick Investment Management
87
Kayne Anderson Rudnick Investment Management
California
$15.6M
Stifel Financial
88
Stifel Financial
Missouri
$15.5M
Allianz Asset Management
89
Allianz Asset Management
Germany
$15.3M
SC
90
Savant Capital
Illinois
$15.1M
GSIS
91
Global Strategic Investment Solutions
Arizona
$14.9M
PBF
92
Petix & Botte Financial
California
$14.7M
CFG
93
Cosner Financial Group
Colorado
$14.3M
FFG
94
Fortress Financial Group
Minnesota
$14.3M
CPSC
95
Carl P. Sherr & Co
Massachusetts
$13.9M
Creative Planning
96
Creative Planning
Kansas
$13.7M
Baird Financial Group
97
Baird Financial Group
Wisconsin
$12.8M
KL
98
Keenan LLC
Massachusetts
$12.4M
CFD
99
Creative Financial Designs
Indiana
$12.2M
AI
100
Atria Investments
North Carolina
$12.1M